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Viewpoints Disruption and Dispersion: A Bottom-Up Approach to an Uneven Credit Recovery Disruption and Dispersion: A Bottom-Up Approach to an Uneven Credit Recovery While the COVID-19 pandemic has disrupted global credit markets, we believe bottom-up research can reveal investment opportunities for 2021.
Viewpoints The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery While valuations have risen from their March lows, dislocation has created compelling opportunities in both the public and private credit markets.
Viewpoints Straight From PIMCO: Our Take on Credit Markets(video) Straight From PIMCO: Our Take on Credit Markets PIMCO CIO Global Credit Mark Kiesel discusses how credit markets are pricing in the evolving economic climate and where PIMCO is beginning to see opportunities.
Viewpoints Prepared to Act in Every Market(video) Prepared to Act in Every Market Mark Kiesel, CIO Global Credit, shares how PIMCO portfolio managers cull ideas from the firm’s bottom-up process to help clients prepare for what’s ahead, such as the rising global consumer.
Global Credit Perspectives Leaving Money on the Table? Don't Invest in Credit Passively Leaving Money on the Table? Don't Invest in Credit Passively When it comes to credit investing, we believe passive investors are implementing a suboptimal strategy and may be leaving money on the table as active management offers several potential advantages.
Mark R. Kiesel CIO Global Credit Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Kiesel is CIO Global Credit and a managing director in the Newport Beach office. He is a member of the Investment Committee, a generalist portfolio manager, and the global head of corporate bond portfolio management, with oversight for the firm’s investment grade, high yield, and bank loan business as well as credit research and PIMCO's actively managed MLP/energy strategies. Morningstar named him Fixed-Income Fund Manager of the Year in 2012 and a finalist in both 2010 and 2017. He has written extensively on the topic of global credit markets, founded the firm’s Global Credit Perspectives publication, and regularly appears in the financial media. Mr. Kiesel also serves as a member of Google’s Investment Advisor Committee. He joined PIMCO in 1996 and previously served as PIMCO's global head of investment grade corporate bonds and as a senior credit analyst. He has 29 years of investment experience and holds an MBA from the University of Chicago's Graduate School of Business. He received his undergraduate degree from the University of Michigan.